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Equibles

Creative Planning

Position in PDM — Piedmont Realty Trust, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to PDM Full portfolio

Position in PDM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$751,250
+$250,151 QoQ
Shares Held
82,104
+7.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 253 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in PDM Over Time

Shares Held

Position Value (USD)

Position in REIT - Office

Real Estate · as of Jun 30, 2026

Creative Planning holds $61,292,200 across 17 REIT - Office names. PDM ranks #9 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CUZ
Cousins Properties Inc
 574,773 $17,231,694
2 KRC
Kilroy Realty Corp
 272,535 $10,211,885
3 HIW
Highwoods Properties, Inc.
 279,152 $8,419,223
4 ARE
Alexandria Real Estate Equities, Inc.
 144,134 $7,617,481
5 VNO
Vornado Realty Trust
 168,047 $6,604,246
6 BXP
BXP, Inc.
 81,928 $5,432,644
7 PSTL
Postal Realty Trust, Inc.
 67,703 $1,668,201
8 CDP
Copt Defense Properties
 25,391 $923,978

All Filings in PDM

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $751,250 82,104
2026-03-31 $501,099 76,271
2025-12-31 $775,277 92,959
2025-09-30 $819,567 91,063
2025-06-30 $712,305 97,710
2025-03-31 $290,031 39,353
2024-12-31 $525,410 57,422
2024-09-30 $606,019 60,002
2024-06-30 $387,330 53,425
2024-03-31 $351,000 49,929
2023-12-31 $365,027 51,340
2023-09-30 $401,543 71,449
2023-06-30 $433,706 59,657
2023-03-31 $121,691 16,670
2022-12-31 $135,826 14,812